Tag: Public Relations
The Parallels Between Business and Dating with Emily Binder (Ep. 15)

The Parallels Between Business and Dating with Emily Binder (Ep. 15)

By |

In this episode of PRess Play, Elena Krasnow and Jimmy Moock sit down with Emily Binder, an influential voice in financial services and marketing, to cover everything from Vitamix recipes to business and dating analogies. Emily, the founder of WealthVoice and Beetle Moment Marketing, offers her unique blend of humor, wit and knowledge as she shares her professional journey and offers deeper insight into the value of voice marketing.

Emily also discusses: 

  • why she went into financial services and what inspired her to found WealthVoice and Beetle Moment
  • how to create engaging standout presentations by drawing from culture, pop culture and personal experiences
  • how missteps in business communication often mirror those in dating (and the importance of avoiding desperation when seeking to foster genuine connections)
  • her recent success with the launch of TIGER 21’s new podcast
  • why short, impactful video content can drive engagement and reach, with practical tips on leveraging YouTube shorts for your brand
  • …and more!

Tune in to explore the vibrant intersection of marketing, technology and financial services, and learn from one of the best in the business how you can enhance your brand’s digital presence.

Resources:

Connect with StreetCred PR:

Connect with Emily Binder:

About our Guest: 

Emily Binder is the founder of WealthVoice, the top voice AI marketing platform for podcasters and financial professionals, and is the founder and chief strategist of Beetle Moment Marketing. Beetle Moment is a boutique marketing agency known for delivering successful strategies to billion-dollar RIAs, custodian funds, and podcasters. Since 2017, Emily’s North Star has been marketing for durable businesses amidst emerging technology. She has worked with brands ranging from startups to Fortune 500 companies, including names like TIGER 21, Ritholtz Wealth Management, TD Ameritrade, and Budget Rent A Car. She is an in-demand public speaker, having presented to live and virtual audiences of over 30,000 people at events like Future Proof, Jolt!, Social Media Week, and more. Emily also hosts the award-winning mini-podcast Voice Marketing with Emily Binder.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Tackling Anxiety Together with Julie Johnson and Jason Lahita (Ep. 14)

Tackling Anxiety Together with Julie Johnson and Jason Lahita (Ep. 14)

By |

In honor of Mental Health Awareness Month, PRess Play deviates from its typical structure in this special episode to tackle an issue that touches many but is often shrouded in silence: anxiety. 

According to the Anxiety & Depression Association of America, anxiety disorders are the most common mental health concern in the US, affecting over 40 million adults, or 19.1% of the population. And, more than 60% of people do not seek treatment for their anxiety symptoms. 

In light of these findings, Elena Krasnow is joined by guest co-host and founder of StreetCred PR Jason Lahita and Julie Johnson of XY Communication in this episode to talk about their personal journeys with anxiety, and how the industry at large can better support those who struggle with their mental health. 

They discuss individual coping mechanisms and address broader systemic solutions financial institutions can implement to support mental health, underscoring the vital importance of understanding, patience and advocacy for oneself and others. 

Julie and Jason discuss: 

  • Navigating anxiety in the high-stakes world of financial services
  • Why anxiety remains under-discussed, especially in high-pressure industries
  • Personal stories illuminating the varied experiences of anxiety, offering relatable insights and encouraging personalized solutions
  • Embracing vulnerability not as a weakness but as a means to build deeper connections and understanding, both professionally and personally
  • Strategies for managing anxiety, including how industry leaders can cope and thrive
  • Enhancing workplace support for mental health through understanding and accommodation
  • The importance of building supportive communities within the workplace to foster a more inclusive and mental health-friendly environment
  • And more

Disclaimer: None of the hosts or guests featured on this show are psychologists or certified mental health professionals. The advice given and stories shared are personal experiences and not professional advice.

Resources:

Connect with StreetCred PR:

Connect with Julie Johnson:

About our Guest: 

Julie Johnson is the CEO of XY Communication, and a leading authority on intergenerational and gender communication, specializing in psychological safety and conflict management. Julie is a certified behavioral finance trainer, a certified facilitator in Adam Grant and Ray Dalio’s Principles U Program, a certified Brene Brown Daring Way facilitator, a globally licensed member of the International Coaching Federation, and a certified global speaker through the National Speaker Association. As a current member of the Forbes Coaches Council and a former Baron’s winning Senior Vice President with UBS, Julie has devoted her career to helping professionals and teams build trust, engagement and loyalty.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
From Journalist to Finance Innovator: The Remarkable Journey of Mark Bruno (Ep. 13)

From Journalist to Finance Innovator: The Remarkable Journey of Mark Bruno (Ep. 13)

By |

In this episode of PRess Play, Elena Krasnow and Jimmy Moock sit down with industry luminary, Mark Bruno of Emigrant Partners. Mark shares the story of his journey from an aspiring journalist to a pivotal figure at Emigrant Partners, highlighting the milestones and hurdles of fostering growth and innovation in financial services along the way. 

This episode is packed with insights for those eager to understand the complex world of financial media, spotlighting Mark’s extensive experience in navigating narratives within the finance sector through a multitude of mediums.

Discover the aspirations and driving forces behind one of the sector’s key figures as we explore the intricate dance of growing wealth management brands in today’s dynamic market. With stories about transformation and triumph, get a glimpse into the future of wealth management and fintech.

You’ll get an insider’s look at:

  • Mark’s personal and professional growth journey, shedding light on how he ultimately found himself at Emigrant Partners
  • Mark’s pioneering efforts in forming the IN Content Strategy Studio, and the role of data-driven journalism in creating engaging and educational content
  • The research Mark helped develop into a larger content strategy via InvestmentNews’ benchmarking studies purchased from Moss Adams 
  • The impact of the dot-com crash on Mark’s work in financial media and how it created room for innovation
  • Mark’s experience co-creating events like Informa’s Wealth Management EDGE and the lessons he learned along the way
  • The importance of fostering genuine connections and building a supportive community within the industry
  • And more

Resources:

Connect with StreetCred PR:

Connect with Mark Bruno:

About our Guest: 

Mark Bruno is the managing director, head of strategic advisory at Emigrant Partners, where he is responsible for helping Emigrant’s partner wealth management firms identify and execute on opportunities to accelerate their growth. 

Prior to his current role, Bruno was the managing director of wealth management for Informa. During his time there, he developed strategies that ultimately advanced the brand’s position as a leading provider of media, events, and targeted business intelligence for financial advisors.

He has also served as managing director at Echelon Partners and InvestmentNews. During his time at InvestmentNews, he oversaw the growth and success of the company’s research, content strategy, digital, custom publishing and sales groups; in addition to managing and producing several events. Bruno also launched the InvestmentNews Content Strategy Studio, its dedicated marketing and custom content division.

His expertise has been featured in the Wall Street Journal, Fortune and the Chicago Tribune. Mark is also a regular speaker at industry conferences and hosts the podcast RIA+.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Humanizing WealthTech: The Role of Brand Evangelism & PR with Diana Cabrices (Ep. 12)

Humanizing WealthTech: The Role of Brand Evangelism & PR with Diana Cabrices (Ep. 12)

By |

In this episode of PRess Play, we’re joined by Diana Cabrices, the visionary founder of Diana Cabrices Consulting. She shares her insights into the intersection of brand evangelism and public relations in the wealthtech industry, and so much more.

Diana’s journey began with a mission to infuse personality into the tech world, recognizing the need for vibrant voices to represent brands authentically. She emphasizes the importance of a chief evangelist’s role in humanizing brand messaging and fostering genuine connections with customers. Moreover, Diana advocates for a collaborative partnership between brand evangelists and PR teams when it comes to amplifying company messaging. 

Join us as we uncover the secrets to unlocking the full potential of your brand through the dynamic synergy of evangelism and PR.

Diana discusses: 

  • Her personal backstory and her inspiring journey into wealthtech marketing
  • Connections between M&A and evangelism marketing
  • What it means to be a brand evangelist
  • Why the role of a chief evangelist is so important, and how she is championing the movement surrounding evangelism 
  • The unique power of combining brand evangelism and public relations
  • And more

Connect with StreetCred PR:

Connect with Diana Cabrices:

About our Guest: 

Diana Cabrices is the founder of Diana Cabrices Consulting, a brand evangelism firm dedicated to energizing demand channels for wealthtech and financial services brands. 

Prior to introducing the industry’s first-ever outsourced Chief Evangelist offering, Diana held executive roles in advisor marketing and technology, including vice president of enterprise development at Snappy Kraken. She has also supported thousands of financial advisors in implementing growth strategies across some of the most fundamental areas of their businesses — marketing, branding, technology, succession planning, recruiting, and M&A. 

In 2023 at the Excell Represent conference, Diana was named Women in Wealth Management’s “Up and Comer” for her outstanding achievements and innovation in financial services. 

Diana is a member of Women in Insurance and Financial Services, an association empowering women in the finance and insurance professions to succeed. She also leads the charge at Advisors Growing as a Community™, a community and peer networking organization, and sits on the advisory board for several technology and service companies driving growth and digital evolution in the industry. 

A bold businesswoman and brand-builder, Diana has traveled all over the country teaching financial advisors how to grow their businesses at scale. When she’s not evangelizing advisor tech, she’s usually planning her next trip, elevating women as a birth doula and business mentor, and spending time in the beautiful mountains of Colorado where she currently resides.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Shaping the Narrative: Shannon Rosic’s Journey in Wealth Management Technology (Ep. 11)

Shaping the Narrative: Shannon Rosic’s Journey in Wealth Management Technology (Ep. 11)

By |

What are the forces shaping the wealth management technology narrative? Allow us to introduce Shannon Rosic, an exceptionally talented marketing specialist with expertise in video production, podcasting, social media, and event planning. She does it all!

Hosts Elena Krasnow and Jimmy Moock engage in an insightful interview exploring the dynamic world of wealthtech with Shannon, the Director of WealthStack Content and Solutions at Informa Connect. Her extensive experience and expertise positions her as a key influencer at the intersection of technology and wealth management. 

Picture a wealthtech journey filled with creativity and innovation. Shannon’s story sparks the desire to explore this space from a fresh perspective. 

This episode takes you through Shannon’s:

  • career journey and role in marketing and wealth management
  • experience in event planning and public relations in the financial industry
  • unique approach to various responsibilities in her hybrid role
  • insights on successful event planning and the importance of networking and content
  • belief in the importance of a strong partnership with PR agencies and aligning with the company culture
  • view on having a clear strategy and plan in public relations
  • passions outside of work, including barrel racing and caring for her horses
  • and much more!

Connect with StreetCred PR:

Connect with Shannon Rosic:

About our Guest: 

Shannon Rosic is an exceptionally talented and motivated marketing specialist with over nine years of proven experience in crafting impactful B2B digital content campaigns. She is a versatile professional who brings extensive skills in video production, podcasting, project management, social media, and event planning to the table.

Her multifaceted expertise and commitment to excellence make Shannon a dynamic contributor to any team or project, demonstrating a proven track record of delivering results in the ever-evolving landscape of marketing and communications.

Beyond the professional arena, Shannon’s passion extends to barrel racing at local rodeos, finding solace in the great outdoors while hiking with her two dogs, and embracing the thrill of skiing.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The Art of Listening: A Masterclass with Jack Sharry (Ep. 10)

The Art of Listening: A Masterclass with Jack Sharry (Ep. 10)

By |

Listening, and we mean really listening, can transform anyone’s career. Today, Jack Sharry spills the secrets on the many ways this skill can elevate your professional journey.

In this episode, Elena Krasnow and Jimmy Moock dive deep into Jack’s financial expertise, passion for listening, and his multifaceted role as EVP and Chief Growth Officer at LifeYield. From podcast host to columnist and author, Jack’s story unravels the powerful blend of storytelling, media, and business strategy.

Buckle up as they explore the vital role of understanding audiences in unlocking transformative impacts for businesses. Join the conversation and discover how Jack’s journey from annuity wholesaler to senior leadership offers key lessons for fostering relationships in the financial sector. 

Don’t miss out on this episode that’s set to reshape your business outlook!

Jack discusses: 

  • His career in the financial industry
  • The importance of listening and storytelling in business
  • Listening to understand, not just to respond
  • His expertise and passion for connecting with others
  • Synergies between different forms of media and how he gets his ideas in front of key audiences
  • And more

Resources:

Connect with StreetCred PR:

Connect with Jack Sharry:

About our Guest: 

Jack Sharry is executive vice president and chief growth officer at LifeYield, a technology company with comprehensive solutions that implement and coordinate tax-efficient investing and tax-smart retirement income planning, including optimizing Social Security benefits.

Throughout his career, he has held senior leadership roles at firms such as Morgan Stanley, Putnam, and Virtus. He actively contributes to various industry boards and publications and is involved in multiple organizations. His advocacy focuses on three key areas: combining wealth management with workplace benefits to expand access to financial advice; championing household-level financial planning and wealth management for improved investor outcomes; and promoting individual retirement security through tax-efficient decumulation strategies, social security optimization, and the effective use of annuities.

Jack hosts the popular industry podcast WealthTech on Deck attracting over 15,000 listeners and 35,000 downloads. He writes for Financial Advisor Magazine and InvestmentNews; he also authored the book Authentic and Ethical Persuasion: Achieving What’s Important in Life Through Committed Listening and Compelling Stories.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Helping Financial Advisors Bridge the Gap Between Consumer Demand and Advisory Firm Growth with Angie Herbers (Ep. 9)

Helping Financial Advisors Bridge the Gap Between Consumer Demand and Advisory Firm Growth with Angie Herbers (Ep. 9)

By |

Get ready to embark on an enlightening and educational journey in our latest podcast episode as we sit down with Angie Herbers, the visionary founder and managing partner of Herbers and Company. 

With over two decades of experience in human capital consulting, growth consulting, and client experience modeling, Angie shares invaluable insights on achieving sustainable, long-term growth for financial advisory firms.

Angie takes us through the evolution of the financial services industry, emphasizing the concept of democratization and the critical importance of understanding consumer needs. In discussing what Herbers & Company is up to today, she delves into the findings of the firm’s most recently published study, which uncovers intriguing insights into the alignment (or misalignment) between consumer demand and advisory firm growth. 

Angie discusses: 

  • Her experience in the CFP® program at Kansas State University 
  • How she has built an authentic voice in financial services, and the key to separating her personal voice from her firm’s brand 
  • The democratization of the financial services industry and what it means for the mass affluent
  • Research conducted by Herbers and Company on consumer demand and advisory firm growth
  • The importance of financial advisors understanding their target market on a deeper level
  • How public relations plays a key role in Herbers & Company’s ability to effectively position itself with the public
  • And more

Connect with StreetCred PR:

Connect with Angie:

About our Guest: 

Angie Herbers is the founder and managing partner of Herbers & Company, a full-service consulting firm serving financial advisory firms across the globe. She brings over two decades of experience in human capital consulting, growth consulting and client experience modeling to help financial advisory firms achieve long-term, scalable growth. Angie is a veteran writer and researcher for the advisory industry with regular columns at ThinkAdvisor, Citywire RIA WealthManagement.com, and more. Her industry and consumer research have won many industry awards and have been featured in numerous trade publications across the world. Investment Advisor Magazine has named her one of the “Top 25 Most Influential People in the Advisory Industry” numerous times over the past 20 years, and in 2023, Angie was named Consultant of the Year by Wealth Solutions Report. Angie is a graduate of Kansas State University’s CFP® registered undergraduate program. Today, she lives in Texas with her family.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Pioneering Fintech and Strategic Partnerships with Tim White (Ep. 8)

Pioneering Fintech and Strategic Partnerships with Tim White (Ep. 8)

By |

Ever wondered how a seasoned yacht expert makes the transition to become a trailblazing tech innovator in the world of estate planning? It’s a riveting story that unfolds in our latest episode, where we dive into the intriguing career of Tim White, chief partnership officer and co-founder of wealth.com.

Tim walks us through his dramatic career shift and the unique skills that powered his evolution. He also sheds light on the genesis of the wealth.com team and how their platform is changing the game for advisors incorporating estate planning technology into their practices. Finally, Tim explores the personal passions that drive his remarkable success and his unmatched enthusiasm for life.

This is just the tip of the iceberg—there’s much more to uncover in this episode filled with stories, expertise, and a glimpse into the ever-evolving world of tech and wealth management. Don’t miss out on this opportunity to gain insights, be inspired, and navigate the intriguing intersection of luxury, technology, and success.

This episode takes you through:

  • Tim’s dramatic career shift and the skills that powered his journey
  • The compelling story behind Emailage and its strategic acquisition
  • Insights into wealth.com’s rise, emphasizing teamwork and visionary leadership
  • An inside look at wealth.com’s advanced estate planning techniques
  • Tim’s expertise in public relations and building impactful partnerships
  • And much more!

Resources:

Connect with StreetCred PR:

Connect with Tim White:

About Tim White: 

Tim is a highly accomplished sales and business development fintech executive, with a strong track record of managing global partnerships and cultivating strategic relationships.

Prior to co-founding wealth.com, Tim served as Chief Partnership Officer at Emailage, a global fraud prevention provider. Under Tim’s leadership, channel revenue was consistently the company’s fastest-growing revenue stream. As part of Tim’s responsibilities, he cultivated the company’s strategic relationships, including with LexisNexis Risk Solutions, a RELX company, which subsequently acquired Emailage in 2020.

When Tim is not on planes traveling to events and meeting with partners, he is spending time with his wife, son and pup hiking the Sonoran Desert mountains near his home in Scottsdale. Tim is an avid runner, but equally enjoys nothing more than a movie night at home with his family.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Breaking Through Traditional Boundaries and Amplifying Women in Fintech with Nicole Casperson (Ep. 7)

Breaking Through Traditional Boundaries and Amplifying Women in Fintech with Nicole Casperson (Ep. 7)

By |

Why did Nicole Casperson start Fintech is Femme? Because there was no media brand solely focused on delivering exceptional fintech analysis while amplifying the voices and causes of women and other diverse industry participants. So, she created one. 

In this episode, Elena Krasnow and Jimmy Moock welcome Nicole Casperson, a well-known fintech journalist and founder of Fintech is Femme. Nicole shares her journey as a journalist, including her decision to leave the world of traditional financial media and start her own mission-driven media brand. She emphasizes the power of shaping the narrative and the importance of representation, especially for women and Black and Brown women in fintech. Nicole discusses her platform’s evolution, the value of building relationships with PR professionals, and the launch of her Real Talk community.

Nicole discusses: 

  • Her journey as a journalist and decision to start her own media brand
  • The importance of representation and highlighting the stories of women in fintech
  • How her platform has evolved and why she rebranded to Fintech is Femme
  • Why embracing change and evolving is so important in the industry
  • What she looks for in a strong PR partner
  • Why authenticity is the foundation of building relationships with PR professionals
  • The launch of the Real Talk community
  • And more

Resources:

Connect with StreetCred PR:

Connect with Nicole Casperson:

About our Guest: 

Nicole Casperson is the founder of Fintech is Femme, a media brand that provides the latest fintech analysis while championing the stories and insights of women and diverse voices. As a founder, Nicole has grown a multi-million-dollar brand from scratch. She creates the content, strategy, and voice of her brand by providing news coverage to over 50,000 subscribers via the Fintech is Femme newsletter and event series. She is also the host of the Humans of Fintech podcast, a podcast dedicated to highlighting the voices of women and other underrepresented groups, giving listeners insight into how they too can find belonging in the fintech space. As a part of her brand, Nicole also leads the Real Talk community, a ‘no BS’ community focused on connecting and advancing women in fintech. 

Nicole teaches financial management at the Parsons School of Design in New York City, and is a regular contributor to Forbes, writing about topics that intersect gender, equity, finance, and technology. In 2022, she was named a Top Inspiring Female in Fintech by NYC Fintech Women, as well as a Top Influencer in Financial Twitter by ETFtrends.com. She has also been recognized as a Fintech Nexus DEI Trailblazer award finalist. Nicole is an international public speaker, having spoken about fintech and equality at events like the 2023 Women’s World Banking Summit in Mumbai, Money 2020 Amsterdam and Las Vegas, Future Proof, Orion Ascent, and more.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
An Entrepreneurial Journey Through the Tech and Financial World with Ritik Malhotra (Ep. 6)

An Entrepreneurial Journey Through the Tech and Financial World with Ritik Malhotra (Ep. 6)

By |

Join us as we delve into the remarkable entrepreneurial journey of Ritik Malhotra, Co-Founder & CEO of Savvy Wealth. 

From a childhood passion for technology to the successful sale of two tech companies, Ritik’s story is one of innovation, resilience, and unwavering determination. 

In this episode, he shares his experiences, including starting his first company in middle school, participating in two exits in his twenties, and the birth of his most recently founded company, Savvy Wealth. Listen in and gain insights into his thoughts during exit talks, the importance of meeting people’s needs, and why Savvy Wealth has attracted many mid-career advisors looking for more. Discover Ritik’s valuable advice on choosing the right public relations firm and get to know his interests beyond work.

Ritik discusses: 

  • His successful career as an entrepreneur and how he cultivated his passion for technology from an early age
  • His experience co-founding the company Elph and how his team explored different industries before focusing on financial services
  • His thought process during exit talks and the importance of creating something that addresses real problems and caters to people’s needs 
  • Why Savvy Wealth attracts mid-career advisors who are looking to grow and receive support in an independent model
  • The importance of being specific and understanding the industry’s unique needs when choosing a public relations firm
  • What career he would pursue if he were not an entrepreneur, and what he likes doing after work
  • And more!

Connect with StreetCred PR:

Connect with Ritik Malhotra:

About our Guest: 

Ritik Malhotra is a repeat tech founder with two prior exits (one to Box in 2014 and one to Brex in 2019). Most recently, he was Director of Product Management at Brex where he started and built Brex Cash, Brex’s second business line after the corporate card. He’s now building Savvy, a tech-enabled wealth management firm. Ritik is a Y Combinator and Thiel Fellowship alum and holds a B.S. in Electrical Engineering & Computer Science from UC Berkeley.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories